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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	Regions Financial Corp Birmingham, Alabama	$73.5M	-$1.57M	13	0.83%	Reduced
277	YCMGA York Capital Management Global Advisors New York	$73.4M	+$76.1M	1	1.79%	New
278	ArrowMark Colorado Holdings Denver, Colorado	$73.1M	+$14M	2	0.67%	Increased
279	Tiger Global Management New York	$73M	+$53.1M	2	0.38%	Increased
280	Robeco Institutional Asset Management Rotterdam, Netherlands	$72.5M	-$11.6M	10	0.33%	Reduced
281	Cincinnati Financial Corp Fairfield, Ohio	$72.1M	-$1.01M	2	3.06%	Reduced
282	Kornitzer Capital Management Shawnee Mission, Kansas	$71.8M	-$1.08M	5	1.2%	Reduced
283	SFM Systematic Financial Management Teaneck, New Jersey	$71.7M	+$20.3M	6	1.75%	Increased
284	Westwood Holdings Group Dallas, Texas	$71.2M	+$7.62M	6	0.6%	Increased
285	AGF Investments Inc Toronto, Ontario, Canada	$71.2M	-$6.76M	4	0.73%	Reduced
286	Beck Mack & Oliver New York	$71.2M	-$13.9M	3	2.39%	Reduced
287	Douglas Lane & Associates New York	$70.8M	+$4.74M	2	1.5%	Increased
288	AIM Allen Investment Management New York	$70.1M	+$6.33M	3	2.67%	Increased
289	Thornburg Investment Management Santa Fe, New Mexico	$69.4M	+$9.75M	3	0.53%	Increased
290	Horizon Kinetics New York	$69M	-$1.49M	3	1.77%	Reduced
291	Employees Retirement System of Texas Austin, Texas	$68.8M	+$6.41M	10	0.93%	Increased
292	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$68.6M	-$8.19M	1	2.99%	Reduced
293	Swiss Life Asset Management Zurich,	$68.5M	-$1.25M	7	1.02%	Reduced
294	Prudential plc London, England, United Kingdom	$68M	+$4.62M	3	0.21%	Increased
295	OP Oldfield Partners London, United Kingdom	$67.3M	-$128K	2	7.14%	Reduced
296	Conestoga Capital Advisors Wayne, Pennsylvania	$66M	+$3.76M	1	2.12%	Increased
297	MICM Matthews International Capital Management San Francisco, California	$65.9M	-$1.58M	1	2.94%	Reduced
298	TCM Tran Capital Management San Rafael, California	$65.8M	+$11.9M	2	8.82%	Increased
299	BNP Paribas Asset Management Paris, France	$65.6M	-$28.1M	11	0.55%	Reduced
300	Capital Fund Management (CFM) Paris, France	$65.4M	-$22.5M	8	0.34%	Reduced